Network·Family Office
📍 PALATINE, IL
SEC CRD #801-110527
Wealth Management in Charleston Palatine | DWM Skip to content We’re your trusted partner, guiding you toward balance in your finances, your life, and your happiness. We’re committed to protecting and enhancing your net worth and legacy through our valued-driven, unique wealth management services, all in a fee-only, client-first capacity. With offices in Palatine, IL, and the Charleston, SC area, we proudly serve clients locally and across the nation. Let's Get Started Which parts of your financial life feel organized, and which could use more attention? Does your financial adviser simply manage your investments? Do you get strategies from your adviser to reduce your income taxes? Is your adviser involved regularly with you in your financial planning – keeping it up to date, providing solutions and coaching you? Does your adviser keep your estate planning current? Does your adviser consistently provide an independent review of all your insurance needs for coverage and cost? The DWM Story DWM is not your typical financial advisory firm. Watch this video to learn more about how we got started, and how we’ve evolved into the unique, client-focused company we are today. Bring experienced, dedicated holistic wealth management to your financial life. A comprehensive, unified process that integrates all aspects of wealth management: financial planning, tax reduction, investments, estate planning, and insurance, to help you accomplish your goals and provide peace of mind. This is the
BRETT DETTERBECK
CCO
📞 (847) 934-6262
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AUM
$279M
Check Size
$100M–$100M
Location
PALATINE, IL
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